Wealthspan Partners, LLC Purchases and Sells in Q1 2025

Wealthspan Partners, LLC

$205 Million
Q1 2025

Top Buys

Incresed Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DE	339 + 1.19%	$408.57 - $509.27 $139K - $173K	28.8K $13.5M
IAU	2.42K + 2.06%	$49.74 - $58.96 $121K - $143K	120K $7.09M
FBND	17.5K + 24.52%	$44.41 - $45.98 $779K - $807K	89.1K $4.07M
VTV	2.01K + 1.54%	$167.73 - $179.21 $337K - $361K	133K $22.9M
JEPI	12.3K + 27.4%	$56.17 - $59.71 $693K - $737K	57.4K $3.28M
SCHD	18.2K + 21.35%	$27.01 - $28.54 $492K - $520K	104K $2.89M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ORCL	2.44K New	$139.81 - $186.47 $341K - $455K	2.44K $340K
CNP	6.26K New	$30.87 - $36.25 $193K - $227K	6.26K $226K
PSX	1.74K New	$113.93 - $131.55 $199K - $229K	1.74K $215K
AMD	2.08K New	$96.63 - $129.55 $201K - $269K	2.08K $213K
FUBO	16.5K New	$1.41 - $5.46 $23.3K - $90.1K	16.5K $48K
ONDS	20.1K New	$0.68 - $2.8 $13.7K - $56.3K	20.1K $21K

Top Sells

Reduced Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	-72 - 0.09%	$369.1 - $427.61 $26.6K - $30.8K	80K $29.7M
AAPL	-406 - 1.98%	$209.68 - $247.1 $85.1K - $100K	20.1K $4.46M
MSFT	-111 - 0.89%	$375.39 - $447.2 $41.7K - $49.6K	12.4K $4.65M
IVW	-586 - 1.33%	$92.45 - $106.69 $54.2K - $62.5K	43.6K $4.05M
VIG	-2.34K - 5.19%	N/A	42.7K $7.78M
IJH	-1.27K - 2.18%	$57.21 - $65.8 $72.4K - $83.2K	56.7K $3.31M

Activity Summary All Purchases 47 New Holdings 7 Increased Positions 40 All Sells 52 Reductions 52 Sold out 0 Calls 0 Puts 0

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